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A comment on Anthropic reports $17B in Q3 revenue, commitments of $895B in revised S-1. Parent comment

Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by ActionHank on Monday November 02, 2026 @11:15AM (#50339019)
No, not when that business spends more than it makes to bring in that revenue.

A better way to phrase your thinking might be that revenue is an indicator of demand.

The issue here is that they've not really tested what happens to demand when the prices moves to where it needs to be to cover the cost of keeping the lights on.

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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by deburo on Monday November 02, 2026 @03:38PM (#50343373)
See here: https://news.ycombinator.com/item?id=50315574

>People should really look at cash flow statements instead of just earnings. Anthropic published one and their cash flow was positive for the first half of this year.

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